Oswego County Opportunities, Inc. Employees' Deferred Annuity Plan
Sponsored by Oswego County Opportunities, Inc. · EIN 160979876 · Plan #001
- Total assets
- $18.3M
- Net assets
- $18.3M
- Active participants
- 525
- With balances
- 351
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, 401(m) arrangement
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Retirement Insurance And Annui | Recordkeeping fees, Direct payment from the plan, Participant loan processing | $38,350 |
| Valiant Retire Inc. | Recordkeeping | $6,114 |
| Commonwealth Equity Services | Investment advisory (participants), Investment advisory (plan) | $0 |